points by chubot 3 days ago | 0 comments
In Google's case it was absolutely true though. The stock was NOT over-valued.
The IPO was at a market cap of $20 B. And it never dipped below IPO price -- it doubled within a year.
And now GOOG has a market cap of $4 T, so that's 200x in 22 years.
I like Claude, but I think the likelihood that it is over-valued already is higher than it was for Google. (Though I would not really be surprised if it keeps the $2 T valuation and grows. Who knows? And it doesn't matter to me personally)
[–] novaRom 3 days ago
[–] dist-epoch 3 days ago
A few financial and Anthropic experts explained how Anthropic would like for the stock to never dip below the IPO. This tracks with these statements in the S-1.
It looks here in EU most talks recently about souvereign AI and how to quit digital dependence on oversea providers, at least first attempts to decouple. Thus I wonder if is there a place for new serious competitors?
The AI tech itself is likely very liberating - it seems allow to reproduce anything digital with less efforts than ever before, so others may simply replicate your business quickly?